What happens when you find three great storytellers and ask them to share their personal journeys toward a better life, LIVE? You get a nearly two-hour YouTube special that we're going to replay for you right here! The STACK event features the co-author of the classic financial philosophy book Your Money Or Your Life, Vicki Robin, who will talk about her journey learning for herself why finding a different path to financial security was important. We also feature a guy who's story has resonated ...
Nov 16, 2020•2 hr
Let's not mince words. It's been a pretty s%$! year. BUT there have been TONS of fantastic financial lessons you could have learned from 2020, and many skills you've probably figured out already that you NEED in the future. So what are those skills? We'll share the top 5 list our friend Katie Brewer, CFP listed on a recent blog post. Here to help us dive into their take on all of these skills is Joe's co-host on the Money With Friends podcast, Bobbi Rebell. Plus, from Afford Anything, we'll get ...
Nov 13, 2020•1 hr 19 min
Buildings, sidewalks, statues, plaques...they all tell stories that are nearly hidden from view. You can take a walk out of your front door if you live in nearly any city, and there are stories all around you. The great news? They're all free. And, like a puzzle, the stories of a 99% invisible city can keep you occupied for hour after fascinating hour. Today we chat with Roman Mars from the 99% Invisible podcast about a few of these stories. We'll talk about park in Australia, a baseball player ...
Nov 11, 2020•54 min
In today's wide-ranging chat with the Invest Diva, Kiana Danial, we hear about her personal story of setting high goals and achieving them. From her family's flight from Iran to working on becoming an engineer, being fired from a Wall Street job and more, Kiana's done it all, and today we'll talk about how you can pivot your way to success. We'll also talk about popular brokerage app Robinhood, making videos that people want to watch, the FOMO people felt during the heady Bitcoin run up, and mor...
Nov 09, 2020•1 hr 3 min
On today's show, we bring you a cornucopia of November financial topics! Is your rule of thumb going to leave you broke in retirement? We'll start off by talking about the nerd's updated version of the 4% rule and maybe throw in some advice explaining why generalized guidelines aren't the best investing strategy. Plus, in homage to our older roundtables, we'll give our contributors a few more headlines to chew on, including a new plan to push required minimum distributions to 75, AND our roundta...
Nov 06, 2020•1 hr 44 min
What can we learn from market wizards, the name Jack Schwager gives to traders who routinely beat the index? Even if you aren't trying to trade the market, but instead want to just be competent, you can learn a ton. Jack Schwager has studied the best and brightest in the industry for years and today we talk to him about patience, discipline, love of the game, and more. You can use ALL of these ideas to be a better investor, even if, like most of us, you're a member of the buy-and-hold tribe. Plu...
Nov 04, 2020•1 hr 15 min
While everyone struggles to get along through COVID-19, if you're lucky enough to be healthy and safe, NOW may be a great time to find ways to earn more money. By using skills you already have, you can begin to build wealth and put your financial house in order. Today we'll talk to Mr. I Will Teach You To Be Rich, Ramit Sethi, about the power of networking, college, working online, transferring skills, and more. It's a powerful discussion that hopefully will move you from being defensive in 2020...
Nov 02, 2020•1 hr 5 min
On today's show we're mixing the ghoulish past with the horrific NOW. Chuck Jaffe from Money Life with Chuck Jaffe joins us to share how he's scaring his neighborhood kids this year into better money habits AND then we rewind (this is our rewind week!) to Sandy Smith sharing how she spent just under $5000 on her wedding and had the ultimate experience for herself, her husband, and their friends. It's a great now/rewind episode of Stacking Benjamins (plus we share an AWESOME event coming up for a...
Oct 30, 2020•1 hr
What's more spooky than an investing story gone wrong? Nothing... if we're discussing your net worth. Today the Fintern brings us back to our time with CFA Rick Ferri, who dropped by the basement and scared us silly with some absolutely HORRIBLE investing stories. Plus, Nick Clements from MagnifyMoney.com also joined the show to talk about our (then) recent discussions around technology and pricing structures. Of course, we also had headlines, Doug's trivia, and more. Enjoy! Learn more about you...
Oct 28, 2020•1 hr 3 min
Happy Rewind Week Stackers! We're kicking off Monday strong with a special show that used to be a fan-favorite: a Joe and OG Top 5. Today's topic? How to react to market volatility. It was relevant then, and it's relevant now. There's no featured guest on today's show - but there's also a whole bunch more of Joe and OG banter than you'd normally have. (Some people say that's a good enough trade-off). You can read the short and sweet original show notes below: It's another Top 5 episode! Today Jo...
Oct 26, 2020•54 min
Worried it's next to impossible to get your finances in order by this point? What if I told you it could happen by Thanksgiving? (For those of you caught in the infamous 2020 haze, that's a little more than a month away). Today our roundtable crew share their personal tricks of the trade they employ to manage their budget, lower their expenses, and keep charge of their finances. Joining us on our roundtable is the mind behind the Own Your Money brand and Stacking Benjamins' partner in our Making...
Oct 23, 2020•1 hr 26 min
When you make a decision about your money, do you weigh how that plays against your long term goals? Doing so is called considering your "opportunity cost." Today's guest talks about both the process of thinking about opportunities AND discusses how to weigh down markets. Should you move your money? He's been through a ton of down markets and has a world of experience with them. Today we're airing a very special episode with JL Collins, author of The Simple Path to Wealth. Doc G (in an interview...
Oct 21, 2020•1 hr 15 min
Heather Jacks has done it all. She's created a new job to work for Howard Shultz, facilitated wine and bourbon tastings, ferried pigs for a guy, lived in the outback, and slept full-time in a bus named Bubba. Also? She writes travel stories for Fodor's and other outlets, while also keeping a blog. ....and she's modeled. ..and she's been a teacher. ...and....the list goes on, but we're excited today to talk to her about how she's found a way to put together diverse skills and barter her way acros...
Oct 19, 2020•1 hr 4 min
How's your network of mentors, friends and coaches? Who can you reach out to for help when you really need something? On today's show our roundtable contributors will tackle networking, and how to build a more effective surround sound for your life. We won't talk "networking," which can come across as dirty and slimy. We'll tackle how to effectively and sincerely grow a network so that you're more effective and also more of a help to other people. Our piece today says that your net worth is equa...
Oct 16, 2020•1 hr 9 min
How's your savings plan been? Have you had to abandon ship on your retirement goals during this car wreck of a year? What are the keys to doing well with your money when the world turns on it's head? Today we'll discuss all of those things and T. Rowe Price's newest 401k data with the company's head of thought leadership, Josh Dietch. Is the stock market a house of cards? In a stunning accusation, one piece says that the stock market is nothing more than a (legal) Ponzi scheme, and a better inve...
Oct 14, 2020•1 hr 4 min
Do you focus on managing time or money? If you worry about every dollar, do you value your time similarly, spending moments carefully? While many of us know much we expect to save, spend, and invest each month, not as many of us know exactly where our time is going. In her new book, Time Smart , Harvard Global Health fellow Ashley Whillans explains where all your extra time is going, the two different approaches we take with time and work, and why it feels like we have less time in our day than ...
Oct 12, 2020•1 hr 7 min
Most of us are frustrated by our paycheck. Are you a Henry? That's "high earner, not rich yet." Maybe you know a Henry and are confused how someone who makes so much money is constantly broke all the time? While our topic today covers money mistakes made by high-earners, workers of all income-levels will find today's advice relevant to their wallets. Plus, ever dream about owning rare baseball cards, vintage cars, or maybe even a jersey? Halfway through the show we'll dive into the world of inve...
Oct 09, 2020•1 hr 20 min
How are geniuses different than the rest of us? Can we study them to emulate some of their strengths? How do we define genius? Can we become a genius by applying ourselves? Today we'll tackle all of those questions and more with Dr. Craig Wright, who joins us to talk all things genius on today's show. If you've ever wondered what to do to improve your abilities in any area, we'll cover some of the traits of the best and brightest among us on today's show. Plus, while we've all read about the gro...
Oct 07, 2020•1 hr 8 min
Are you getting all of the mileage you can from your workplace benefits? LOTS of people are likely leaving money on the table by not layering benefits correctly, and TODAY we'll make sure you aren't one of them. Today Amanda Lannert, CEO of benefit-expert company Jellyvision, joins Joe to share best practices when it comes to increasing the mileage from your benefits. During Joe and Amanda's conversation, we'll walk through every benefit in the package and detail how to make better decisions abo...
Oct 05, 2020•1 hr 23 min
How many times have you negotiated a better deal? Car payments? Rent? Mortgage fees? How much in life is up for negotiation, and how do you get better at it? We asked our roundtable contributors the same thing, and they had a lot to offer. Making up today's show: Stacy Johnson, founder and CEO of MoneyTalkNews ; Paula Pant from the Afford Anything podcast; and Len Penzo (from the LenPenzo.com blog), and another thanks to our celebrity reader - and author of today's piece - Rich Jones from Payche...
Oct 02, 2020•1 hr 24 min
The biggest mistake you can make is to wait until the last minute to learn about how to make the most out of your benefits packages. It's one thing to mess up a form at the DMV, but when it comes to your Medicare, making a mistake can lead to big issues with your health. Danielle Kunkle Roberts, author of new book, 10 Costly Medicare Mistakes You Can't Afford To Make , comes on today's show to share the key decisions you'll need to make and how to avoid losing money or health care options. Plus,...
Sep 30, 2020•1 hr 4 min
So you've learned that it's important to save. You've picked a mutual fund or an exchange traded fund, and now you're pouring some money in. What should you know next? Today we'll chat with CBS Business Analyst and host of the Jill on Money show, Jill Schlesinger. We'll talk about investment fees, better diversification, what's MOST important when you're investing, and more. Get ready for some investing talk because today class is in session! Making coffee is great, but the real easy money-maker...
Sep 28, 2020•58 min
What does diversification really mean? Contrary to popular opinion, there's more to good diversification than just spreading your money around. But how does it work? Today we'll tackle a recent piece from the Wall Street Journal that dives into popular myths about diversification. Believe it or not there's more to it than just "spreading your money around." Before I forget - a big thanks to today's roundtable contributors! You can find more from Miranda Marquit at MirandaMarquit.com and freelanc...
Sep 25, 2020•1 hr 9 min
Mike Rosenfeld is what some people call boxer Jeison Rosario's "secret weapon." Boxing fan are fired up this week because Saturday features a title bout on Showtime between Jeison Rosario and Jermell Charlo, and today, Coach Mike joins us to share how he's worked with not just Jeison but with top professionals to bring energy, focus, and drive to whatever they do. We'll even share an exercise that Coach Mike uses (and that you can use, too) to improve your performance immediately. How much whisk...
Sep 23, 2020•1 hr 15 min
What are you doing to be best in class? What's your curriculum toward success? Why wouldn't you create your own personal MBA to achieve your goals? If you did, what would you study? Today we're going to help you sharpen the saw by welcoming Josh Kaufman, author of the Personal MBA, a book that came out 10 years ago (and now has a new 10th anniversary edition), but is even more meaningful today than it was then. Build more skills and you'll be rewarded with far more Benjamins... Plus, during our ...
Sep 21, 2020•1 hr 27 min
Would you cut birthday parties, holiday get-togethers, attending work events, or giving gifts? How much would you cut to live a financially lean "simple life"? One Reddit user has taken these steps (and more!) in an attempt to stay on course. After our special surprise celebrity reader delivers today's piece, we'll ask our roundtable for their thoughts. Has lean living gone too far? Is financial independence worth these sacrifices? Today we are joined by Olympic gold-medalist turned financial pl...
Sep 18, 2020•1 hr 32 min
How I Built This. It's the case-study story that Guy Raz, creator and host of NPR's How I Built This podcast, has been told many times. Today we'll flip the script on Guy and ask him: what led him to build his hit podcast? We don't stop there, we'll also get inside Guy's head and ask about some of the common themes among the stories he's heard. We'll ask about business as war, fear, building loyal fans, and what drives these founders...often "normal" people, toward success? Plus, thinking about ...
Sep 16, 2020•1 hr 6 min
How many times have you lost and thought, "I'm going to learn to do better the next time, so I win." What did you learn specifically from losing? Author Mary Pilon asked the same question and put together an anthology on stories about epic losses that shines a spotlight on the struggle involved trying to reach the top of anything. If you're inspired--like we are--by stories of other's struggle so we don't feel so alone, you're going to be super excited listening to Mary share a few epic stories ...
Sep 14, 2020•1 hr 8 min
Welcome to the happiest podcast on earth? Do you know where we stole that catchphrase from? If you do, you just might be a product of marketing. Companies spend millions of dollars each year trying to get you to remember their brand. Today we'll prove just how much we remember marketing with a game show episode where we slightly change the brand slogans and see if our roundtable participants (OG, Paula and Len) can come up with them. How many can you get right? ...and is that a good thing? Plus,...
Sep 11, 2020•59 min
What happened to the sharing economy? The new work model promised to give workers flexibility and new income streams, while people with excess could share what they had with people looking for help. What it turned into is a different matter: lots of people earning below minimum wage, an over-saturation of workers all competing for the same prime hours, and headline-making lawsuits from companies looking to minimize their responsibility to workers. These are all things new gig workers can expect ...
Sep 09, 2020•1 hr 5 min
